First Trust Advisors
UPL

First Trust Advisors’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History

First Trust Advisors’s Portfolio UPL Stock Details UPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-279,561
Closed -$2.53M – 2435
2017
Q4 		$2.53M Sell
279,561
-3,730
-1% -$32.6K 0.01% 1378
2017
Q3 		$2.46M Buy
+283,291
New +$2.59M 0.01% 1336
2016
Q1 		– Sell
-1,904,494
Closed -$4.76M – 2331
2015
Q4 		$4.76M Buy
1,904,494
+948,340
+99% +$4.42M 0.01% 983
2015
Q3 		$6.11M Sell
956,154
-30,860
-3% -$244K 0.02% 879
2015
Q2 		$12.4M Sell
987,014
-56,063
-5% -$852K 0.03% 663
2015
Q1 		$16.3M Buy
1,043,077
+330,659
+46% +$4.8M 0.05% 505
2014
Q4 		$9.38M Buy
712,418
+18,389
+3% +$371K 0.03% 739
2014
Q3 		$16.1M Sell
694,029
-275,558
-28% -$6.91M 0.06% 475
2014
Q2 		$28.8M Buy
969,587
+316,325
+48% +$8.99M 0.12% 216
2014
Q1 		$17.6M Sell
653,262
-159,680
-20% -$3.81M 0.08% 381
2013
Q4 		$17.6M Sell
812,942
-74,745
-8% -$1.52M 0.09% 342
2013
Q3 		$18.3M Buy
887,687
+28,130
+3% +$592K 0.1% 280
2013
Q2 		$17M Buy
+859,557
New +$18.4M 0.11% 249

Other funds holding UPL

FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OBP
Old Bellows Partners New York $9.01M AUM 83.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NM
Nokota Management New York $165M AUM
LM
Lasry Marc $15.1M AUM 10.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Trust Advisors's UPL Position: Q1 2018 in Review

First Trust Advisors sold out of Ultra Petroleum Corp. Common Stock (UPL) in Q1 2018, closing a stake of 279,561 shares — an estimated $2.53M sold.

First Trust Advisors first reported a position in UPL in Q2 2013 and held it in 13 quarters. The position peaked at $28.8M in Q2 2014. 164 funds tracked by Wall St. Rank hold UPL as of Q1 2018.

  • First Trust Advisors reported no remaining Ultra Petroleum Corp. Common Stock position as of Q1 2018 after selling out during the quarter.
  • First Trust Advisors sold 279,561 Ultra Petroleum Corp. Common Stock shares in Q1 2018, an estimated $2.53M.
  • First Trust Advisors first reported a position in Ultra Petroleum Corp. Common Stock in Q2 2013 and held it in 13 quarters.
  • First Trust Advisors's Ultra Petroleum Corp. Common Stock position peaked at $28.8M in Q2 2014.
  • 164 funds tracked by Wall St. Rank held Ultra Petroleum Corp. Common Stock as of Q1 2018.

Based on First Trust Advisors's 13F filing for Q1 2018, filed 23 Apr 2018.